M Financial Planning Services offers financial planning and consulting services on investment and non-investment related matters, such as estate planning, retirement planning, college planning, and insurance planning. They also offer subscription-based financial planning geared towards young professionals with different service levels for a quarterly fee. If clients seek investment management, they can engage the firm's principal or representatives through LPL Financial.
Fee Structure
M Financial Planning Services offers subscription-based financial planning, primarily for young professionals. There are four different subscription levels with an initial fee between $1,500 and $3,000, followed by a quarterly fee between $250 and $750. Each level includes at least an annual review, custom reports, and in-person meetings with monthly check-ins.
M Financial Planning Services offers financial planning and consulting services with fees ranging from $1,500 to $6,000 on a fixed fee basis. They also offer services at an hourly rate of $200 to $300.